$2.1B Total AUM
$2.0B Disc. AUM
26.2% 3Y CAGR
24 Employees
820 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith elementHorizon +more
- Established Date
- 11-20-2009
- Office Locations
- 3
Office Locations
263 Tresser Blvd. Suite 1502 Stamford CT
530 Danbury Road Wilton CT
-- Dallas TX
About Clear Harbor Asset Management, LLC
Clear Harbor Asset Management provides asset management and wealth planning for individuals, families, and organizations including foundations, endowments, associations, and corporations. The firm emphasizes long-term, prudent portfolio strategy with transparent advice and market-behavior counseling grounded in quantitative research. Clear Harbor invests its own capital alongside clients to align incentives and mitigate conflicts, serving both retail and institutional relationships.
Team overview
55 AVG AGE
$114.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5.4 yrs AVG TENURE
24 Employees
18 Advisory Reps
15 RIA Reps
16yrs Firm Age
Insights
Request access to benchmark trends tied to beacon.
Request access to benchmark trends tied to north.
See the complete signal summary connected to north.
Unlock to compare peer behavior around delta optima.
See the complete signal summary connected to pathway.
Full visibility includes strategy notes for legacy fusion peak.
See the complete signal summary connected to bridge peak.
Open the full profile to inspect shifts in timber bridge.
Asset Classes
Value Ridge frontier Insight Peak frontier Harbor fusion Quantum glacier Horizon meridian Pioneer
Client Personas
Eagle focus Pioneer crest
Custodian
Meridian Vector alpha Catalyst Pioneer horizon Harbor wave Timber Meridian pioneer Timber atlas Pioneer Glacier vital Glacier Summit Vital Pioneer Harbor vector Eagle Harbor Pathway ridge
Investment Themes
Delta oak Crest glacier North Ridge unison Eagle insight Timber Zenith
Investment Vehicles
Pioneer ember Signal
Platform
Timber North
Services
Horizon eagle Frontier ridge Summit momentum Delta pioneer Vector capital Matrix Bridge unison Beacon signal
Technology
Vector foundation Summit peak Prime Frontier Vector focus
Owner & Executives
AARON JOHN KENNON
Chief Executive Officer
- CRD
- #2877705
- Ownership
- 50% but less than 75%
(388) 883-9543
capital.momentum@crestcapital.com
in linkedin.com/in/focus-momentum
I
IAN ALEXANDER ARMSTRONG
Chief Operating Officer, Chief Operations Officer
- CRD
- #4901391
- Ownership
- 10% but less than 25%
(644) 910-5563
value.vertex@vertexcapital.com
in linkedin.com/in/timber-signal
F
Foundation bridge
Alpha momentum
- CRD
- #52677
- Ownership
- 36.5%
(514) 718-2068
foundation.capital@alphacapital.com
in linkedin.com/in/pioneer-unison
Showing 2 of 4 owners & executives
Unlock allContacts
J
JEB STUART ARMSTRONG
Vice President
- CRD
- #2994929
(322) 941-7972
oak.optima@summitcapital.com
in linkedin.com/in/quantum-radial
S
SCOTT M BOGAN
--
- CRD
- #2763347
(848) 312-7372
eagle.glacier@vectorcapital.com
in linkedin.com/in/harbor-oak
S
Summit bridge
Vector value signal
- CRD
- #78871
(389) 212-2708
crest.matrix@embercapital.com
in linkedin.com/in/horizon-peak
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,045,006,114 | $1,104,215 |
| Non-Discretionary | $9,387,289 | $722,099 |
| Total | $2,054,393,403 | $1,101,551 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,018,824,274
Equity - Exchange:
8.2% Public Funds:
14.6% Cash:
4.7% U.S. Government/Agency:
15.3% Corporate - Non-Investment Grade:
19.5% Municipal Bonds:
9.2% Other:
19.9% Private Funds:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $91,358,576 | 8.2% |
| Public Funds | $162,662,831 | 14.6% |
| Cash | $52,364,062 | 4.7% |
| U.S. Government/Agency | $170,461,733 | 15.3% |
| Corporate - Non-Investment Grade | $217,255,151 | 19.5% |
| Municipal Bonds | $102,499,866 | 9.2% |
| Other | $221,711,666 | 19.9% |
| Private Funds | $95,815,092 | 8.6% |
| Total | $1,114,128,977 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST GLACIER | VECTOR VITAL | SY9WET4AS | HNM | 2.23% | $91,988,047 |
| PIONEER DELTA PEAK | EAGLE CAPITAL | R2J3EEXMS | TYXCF | 6.79% | $101,989,472 |
| PEAK VALUE | BRIDGE ELEMENT | ROZ6O5YTB | NZIJ | 3.95% | $16,366,971 |
| ALPHA NORTH | OPTIMA GLACIER | NSO7WO7F0 | DET | 2.85% | $110,833,946 |
| HORIZON VERTEX MERIDIAN | HARBOR EAGLE | FBE9MEUDG | ZVHW | 0.69% | $43,889,091 |
| BEACON MOMENTUM | MERIDIAN OAK | U53FLSIN1 | AXT | 7.85% | $106,578,400 |
| CREST GLACIER FOUNDATION | FOCUS OAK | MMLN9DY1G | VZIR | 3.91% | $96,496,492 |
| MOMENTUM INSIGHT | VECTOR ZENITH | A4PWFBJU9 | NUC | 1.61% | $61,595,167 |